Friday, September 23, 2011

How to Change the Field Properties to Default Values in Excel 2007


1. Click the MS Office Button in Excel 2007, and scroll down to 'Prepare' and then select 'Properties'.
2. Type in the new values and information you want into the property field boxes under the Document Information Panel. You can choose to change the default title, subject, keywords, category, status, and change the default comments.
3. Click the 'X' on the right of the Document Information Panel to close the properties box and return to your Excel spreadsheet.
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Thursday, September 22, 2011

How to Change the Default Comment in MS Excel


1.
To change the username, select 'Tools' from the main menu (generally found across the top of the Excel worksheet). Select 'Options' from the drop-down menu that opens. A pop-up window opens; select the 'General' tab. In the box labeled 'User Name,' type in the desired name. This is the name to which all comments on this workbook will be attributed.
2.
Use the 'Format Comment' pop-up window to change the other parameters of the text box . Right-click on the cell that contains the comment. A drop-down menu opens; select 'Show/Hide Comment.' Place your cursor over the edge of the comment box and right-click. Select 'Format Comment' from the drop-down menu that opens.
3.
To change the comment text font, navigate to the 'Format Comment' pop-up window as described in Step 2. Select the 'Font' tab. Make desired changes to the font, font style, font size, font color and font effects. Click 'OK' to save the changes.
4.
To change the comment text alignment, navigate to the 'Format Comment' pop-up window. Select the 'Alignment' tab. Make the desired changes to the text alignment, the orientation of the text and the text direction. Click 'OK' to save the changes.
5.
To change the comment box lines and colors, select the 'Colors and Lines' tab in the 'Format Comment' pop-up window. Make desired changes to the fill (the color of the inside of the comment text box) and line (what type of border will be around the comment text box). Click 'OK.'
6.
To change the comment box size, select the 'Size' tab in the 'Format Comment' pop-up window. Make the desired changes to the height and width. Click 'OK' to save the changes.
7.
To change the protection of the comment box, select the 'Protection' tab in the 'Format Comment' pop-up window. Change the status of the comment from locked to unlocked, or from lock text to unlock text, by placing a check mark in the appropriate box. Click 'OK' to save the changes.
8.
To change the comment text box properties, select the 'Properties' tab in the 'Format Comment' pop-up window. You can use this tab to determine the positioning of the comment text box. 'Move with Cells' means that, if you copy and paste cells, the comment will be copied and pasted as well. 'Size with cells' means that, if you change the size of the cell (row height), the comment size will change as well. Click 'OK' to save the changes.
9.
To change the comment text box margins, select the 'Margins' tab in the 'Format Comment' pop-up window. Make the desired changes to the left, right, top and bottom margins of the comment text. This affects the comment and the user name to which the comment is attributed. Click 'OK' to save the changes.
10. To change the comment text box web functionality, select the 'Web' tab in the 'Format Comment' pop-up window. If you are linking this workbook and its comment to the web, you can insert alternative text that is viewable by users when the image of the workbook or comment is not available. Click 'OK' to save the changes.
11.
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How to Do Line Graphs in Excel 2003


1. Open Microsoft Excel 2003 and create a new spreadsheet.
2. Type the names for each line in the first row. For example, if your data will contain information from months on the calendar, type 'January' in cell A1, 'February' into B1, and so on. Each column will correspond to one line on the graph.
3. Enter the data points for each column. Type the data for the 'January' line in column 'A' starting at 'A2,' for 'February' in column 'B' and continue until you have entered all of the data.
4. Click and drag over all of the data you entered to select it, including the label names in the first row. With the data highlighted, click on 'Insert' and select 'Chart.' This opens the Chart Wizard. In the 'Chart Type' list, select 'Line.' Select one of the 'Chart Sub-Types' from the images on the right. Click 'Next.'
5. Click on the 'Series' tab. Change the names for the labels if you want to and then click 'Next' to open the Chart Wizard's options.
6. Type a title for the graph in the 'Chart Title' field under the 'Titles' tab. Configure the options under the rest of the tabs as needed but you do not have to make anything different other than the default settings. Click 'Finish' to make your line graph.
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How to Create Data Entry Forms


1. Click on the 'Forms' button on the left-hand of the screen. Use the Form Wizard for an automated guide through the data entry form creation.
2. Follow the Wizard instructions. When the Wizard asks you which fields you would like to use, either input the fields you would like or use the suggestions. For the purposes of this tutorial select 'All.' Use the double arrow (>>) to perform this action in one step.
3. Choose a layout. You can experiment with several different layouts within the Wizard to see which one is best suited for your needs. The most basic layout is Columnar. Choose 'Columnar' and select 'Next.'
4. Choose the style you would like your form to be in and the title. Select 'Standard' and title your form with a relevant name. For this example, use Client Contacts.
5. Choose 'Open the form to view or enter information.' This is the last screen. Select the 'Finish' button.
6. Add records by using the buttons at the bottom of the table. To customize the form go to Design View by clicking on 'View' at the upper left-hand side of the screen. Use controls like text boxes, labels, and combo boxes to provide the user with predefined information about the kind of data needed for input into the form. If you don't see the Toolbox, click on 'View' and select 'Toolbox.' When finished, the form will automatically save. See Resources for Access data entry form templates.
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Wednesday, September 21, 2011

How to Copy an Excel Spreadsheet Into a Word Document


1. Click and hold the left, top cell in your Excel spreadsheet using your mouse and then move it down and right to select all cells you want to copy.
2. Open the Word document and click the 'Home' tab on top.
3. Click 'Paste' and select 'Paste Special.'
4. Select 'Excel Worksheet Object' from the 'As' list and check 'Paste link' in the 'Paste Special' window. Click 'OK.'
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How to Insert Pictures Into Excel 2007


1. Click on the 'Insert' tab.
2. Click on 'Picture.'
3. Locate the picture or file on your computer, then click on 'Insert.'
4. Left-click with your mouse on the picture, hold, then drag the picture to the correct position you would like.
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How to Apply Functions to Microsoft Excel 2003


1. Click the 'Tools' menu in Excel.
2. Place the mouse-pointer over the 'Macro' icon, and click 'Visual Basic Editor.'
3. Click 'Insert,' and then click 'Module' from the drop-down menu.
4. Select a declaration from the drop-down arrow. Enter the function code in the window.
5. Click 'File' in the menu, and then click 'Close and Return to Microsoft Excel' option from the drop-down menu.
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How to Do Scale Breaks on a Graph in Excel


1. Launch Microsoft Excel 2010.
2. Click the 'File' tab at the top-left corner of the window, click 'Open,' then double-click the file containing the graph that you wish to edit.
3. Click the worksheet tab at the bottom of the window on which the graph is displayed.
4. Click anywhere on the graph to open the 'Chart Tools' utility.
5. Click the 'Layout' tab under 'Chart Tools' at the top of the window.
6. Click the 'Axes' drop-down menu in the 'Axes' section of the ribbon at the top of the window, click the axis (horizontal or vertical) containing the scale that you want to adjust, then click 'More Primary Horizontal Axis Options' or 'More Primary Vertical Axis Options,' depending upon which axis you are editing.
7. Click 'Axis Options' at the left side of the window.
8. Click the 'Fixed' option to the right of 'Major Unit,' then change the value to your desired scale break.
9. Click the 'Close' button at the bottom of the window to apply your changes.
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Tuesday, September 20, 2011

How to Convert Excel 2003 Macros to Excel 2007


Change the Macro Settings in Excel 2007
1. Click on the 'Office' Button.
2. Select 'Excel Options.'
3. Choose 'Trust Center->Trust Center Settings->Macro Settings.'
4. Click on 'Trusted Locations->Add New Trusted Locations.'
5. Add your workbook's location and then select 'OK.'
6. Open the workbook again in Excel 2007 and check for working macros. If they still don't work, you'll need to copy and paste the macro text over (see Section 2).
Copy and Paste
7. Open the workbook in Excel 2003.
8. Locate the code for your macro. An easy way to locate code for a particular macro is to click on the 'Tools' menu, and then 'Macro->Macros.' Find the macro name and then click 'Edit.'
9. Highlight the entire section of code and then press 'Ctrl' and 'C.'
10. Paste the text into a text file (using a program like Notepad or Wordpad).
11. Open the VBE in Excel 2007 and paste the code into a new code window.
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How to Save an Excel Spreadsheet As an Image or Picture


1. Open the Microsoft Excel by clicking on the desktop icon or using the Windows Start menu.
2. Press 'Ctrl' and 'O' on the keyboard to open a spreadsheet file.
3. Select desired cells, columns or rows in the spreadsheet by holding the mouse left button. Or press 'Ctrl' and 'A' to instantly select the entire spreadsheet.
4. Press 'Ctrl' and 'C' to copy the selected spreadsheet.
5. Click 'All Programs' in Windows Start menu and open the folder 'Accessories.'
6. Click on 'Paint' to launch the image editor.
7. Click the Paint menu 'Edit' and then choose 'Paste' to insert the spreadsheet into the Paint window.
8. Click the Paint menu 'File' and then 'Save As.'
9. Select a desired image format using the Save as Type drop-down box. Note that Paint offers a variety of image formats including JPEG, TIFF and BMP.
10. Click 'Save' to save the spreadsheet as an image.
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How to Graph Multiple Series Using Excel


1. Type your data that will go on your x-axis in column A. Use row 1 as the title for your data and then a separate cell for each piece of data.
2. Type your first series of data in column B. Use row 1 as the title for your data and then a separate cell for each piece of data.
3. Type your next series of data in column C. Use row 1 as the title for your data and then a separate cell for each piece of data. Continue this pattern for each series.
4. Highlight every cell with a title or data in it. Highlight by going to cell A1, then press and hold shift while moving the cursor with your arrow keys.
5. Click 'Insert.'
6. Select 'Line' or 'Scatter.' The chart will then display on the spreadsheet.
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Monday, September 19, 2011

How to Stop Running on Open in Excel Spreadsheets


Disable Macros in Microsoft Excel 2007
1. Click the round Microsoft Office button at the top-left corner of the Excel screen and then select 'Excel Options' from the very bottom of the drop-down menu.
2. Select 'Trust Center' from the menu on the left-hand side of the screen and then click the 'Trust Center Settings' button.
3. Select 'Macro Settings' from the left-hand menu.
4. Select one of two options: 'Disable all macros without notification' or 'Disable all macros with notification.'
5. Click 'OK' on each of the next two screens to close the dialog boxes and save your changes.
Disable Macros in Microsoft Excel 2003 and Earlier
6. Click 'Tools' in the top menu bar, select 'Macro,' then choose 'Security' from the resulting sub-menu.
7. Select 'Medium' or 'High' from the list of options presented within the 'Security Level' tab.
8. Click 'OK' to confirm your changes.
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How to Create a Simple Timeline with Excel


1. Open a Web browser. Go to Microsoft.com and conduct a search for 'Excel timeline template.' From the resulting list, find the template titled 'Timeline' for Excel 97 or later.
2. Download the template. Select the template link, which will take you to the template's Web page. Click 'Download Now,' accepting any Web browser prompts regarding downloading a file. Excel should open with the template selected.
3. Modify the template. Select the years along the timeline and change them to relevant dates. Make sure that your dates make sense for the timeline. Copy and paste text boxes to create new events, and modify existing text boxes as necessary. Move them by left-clicking and dragging to the right location. Copy and paste the lines that connect the events to the timeline, and move them as required.
4. Delete the instructions. Once you are familiar with how to manipulate the template, delete the instructions by selecting the text box and hitting 'DEL.'
5. Save the file. Select 'File,' and then 'Save As...', and give the file a name and location. In Excel 2007, select the Office Button and then 'Save As.'
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How to Align the Header in Excel 2007


1. Open Excel 2007 and click the 'Insert' tab. Select 'Header And Footer.'
2. Click the 'Go To Header' button. (If you cannot see the 'Go To Header' button, click 'Header Footer Tools' to display the appropriate options.) Notice the three sections provided in the header section.If you type header text in the first section, it will be left aligned. Text in the second section will be centered. Text in the right section will be right-aligned.
3. Navigate to each section by pressing the 'Tab' key on the keyboard. For example, if you want your header text to be centered, press the 'Tab' key once and type your header in the second section. To navigate back to a previous section, press Shift Tab.
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How to Make a Column Chart in Excel


1.
Find the file that contains your data and open it in Excel. If you still need to enter your data, open a new workbook instead. Input your data into a spreadsheet in the new workbook. As an example, we will create a small table containing data on the number of books bought at a yard sale. We will categorize the books by genre.
2.
Highlight the cells in the spreadsheet that contain your data. For our example, the cells A1-B8 have been highlighted.
3.
Choose the “Column” chart option from the “Insert” menu on Excel’s toolbar. Pick the type of column chart that you want to create. We will choose the side-by-side, non-stacked 3-D column chart for our example.
4.
Review the column chart that you have just created. Make any desired modifications to the chart. You can change the colors, wording of the title, location in the spreadsheet, and font used in the chart. Don’t be afraid to experiment! If you do make a change that you don’t like, just use the “Undo” option to get rid of the change.
5.
Save your file as an Excel workbook.
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